Steven McKay Email & Phone Number
Head of U.S. Retirement, Insurance and College Savings @ Franklin Templeton
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Steven McKay Location
- Boston, MA, US
Steven McKay Work
- Head of U.S. Retirement, Insurance and College Savings @ (December 2024 - Present)
- Co-Head of U.S. Retirement, Insurance and College Savings @ (January 2024 - December 2024)
- Head of Global DCIO and Institutional Management @ (January 2023 - January 2024)
- Head of Defined Contribution Investment Only @ (March 2016 - January 2023)
- Vice President - Sales Manager, Large Market Defined Contribution @ (January 2015 - March 2016)
- National Sales Manager, Defined Contribution @ (October 2013 - December 2014)
- Regional 401-k Director @ (January 2012 - October 2013)
- Divisional Vice President @ (January 2008 - January 2012)
- Divisional Vice President @ MFS Retirement Svcs. / The Hartford Retirement Plans Group
- Senior Divisional Vice President @
Steven McKay Education
- Salem State University 1986-1990
Steven McKay Skills
- Series 63
- Pensions
- Defined Contribution
- Retirement Planning
- Sales
- Investments
- Series 6
- 401K Retirement Savings Plans
- 401k
- Retirement Plan Consulting
- Asset Allocation
- Strategy
- Financial Services
- Wealth Management
- Mutual Funds
- Mfs
- Asset Management
- Separately Managed Accounts
- Defined Benefit
- Financial Analysis
- Project Management
- Trading
- Retirement
- Series 7
- Securities
- Investment Management
- Strategic Planning
- Portfolio Management
- Management
- 401 Retirement Savings Plans
Steven McKay Summary
- Steven McKay, based in Boston, MA, US, is currently a Head of U.S. Retirement, Insurance and College Savings at Franklin Templeton. Steven McKay brings experience from previous roles at Franklin Templeton, Putnam Investments and Empower Retirement. Steven McKay holds a 1986 - 1990 Salem State University. With a robust skill set that includes Series 63, Pensions, Defined Contribution, Retirement Planning, Sales and more. Steven McKay has 2 emails and 2 mobile phone numbers on RocketReach.
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